acquisitions
-
Is now the right time to reconsider UK equities?
Written by Joanne Benson, Head of Investments at Copia Capital Given the uncertainty and fast-moving developments in global markets, navigating the current…
-
Aegon announces biometric advancements in customer verification process
Aegon has advanced its customer verification process using biometric technology, enhancing the user experience with faster and more convenient identity checks. In…
-
AI replaces financial advisers’ most hated task
AdvisoryAI, award-winning AI platform for financial advisers, and Plannr, a trusted leader in financial adviser technology, has gone live with an integration…
-
Flagstone appoints former MoneySupermarket executive Darren Bentley as Chief Growth Officer
Former Chief Customer Officer for MoneySuperMarket and MoneySavingExpert has joined Flagstone, the UK’s largest savings platform* and the fintech engine behind the…
-
Retirement fears are rising: but are you ready with the right retirement strategy for your client?
With nearly two thirds of UK adults fearing they’ll run out of money in retirement, advisers are under pressure to offer stable,…
-
Simplify Consulting hires Premier Miton’s Louise Greig to be COO
Financial Services consultancy firm, Simplify Consulting (‘Simplify’) has appointed Louise Greig in the newly created role of Chief Operating Officer (COO). Starting in September 2025, Louise joins from Premier Miton…
-
JM Finn hires Charity Specialist
Prior to joining JM Finn, Rorie spent nearly 9 years at Newton Investment Management, latterly as head of Charity Clients. Prior to…
-
Paradigm Norton shares insights on evolving financial landscape for women
Paradigm Norton Financial Planning, a leading employee-owned financial planning firm, has been spotlighting the evolving financial landscape for women, drawing on insights…
-
TISA launches future leaders programme to empower financial services professionals as part of strategic priorities for 2025/26
The Investing and Saving Alliance (TISA) has officially launched its new Future Leaders Programme (FLP) aimed at empowering financial services professionals across…
-
Estate planning with heart – how award-winning CFP Rhiannon Gogh’s personal experience led to positive change for vulnerable clients
In 2016, when Rhiannon started researching Special Needs Planning, she was met with many curious looks from the professionals she mentioned it…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
IFA Talk Podcast – listen to the latest episode
-
Fidelius takes stake in established IFA, Vobis Ltd
Fidelius, the fast-growing Bath-based IFA firm, has announced its investment into Vobis Ltd, a financial planning business specialising in high-net-worth clients. Fidelius…
-
May’s NS&I Premium Bonds millionaires come from Derbyshire and Suffolk
This month’s NS&I £1 million Premium Bonds jackpot winners come from Derbyshire and Suffolk. The first Bond number drawn was 462DR240519 and…
-
What to be aware of when contesting a will
Written by Jenny Ray, Partner at DMH Stallard Financial advisors should be mindful of the growing risk to financial planning strategies involving…
-
I’m a clinical expert: Here are eight ways to help your client if you suspect cognitive decline
Written by Beth Yolland-Jones, Clinical Lead at duty of care assessment company Comentis There are three recognised states of cognitive decline; normal…
-
Capco – FCA’s new AI testing service incredibly positive but careful design is key for success
Charlotte Byrne, Head of Generative AI at financial services consultancy Capco, comments on the FCA’s latest AI announcement and its implications for the…
-
Twice as many paraplanners see their future in paraplanning rather than in advice – the lang cat research finds
Findings published today by the lang cat from its annual State of the Advice Nation (SOTAN) report reveal that paraplanners increasingly view the profession…
-
The FCA’s five-year vision: an opportunity for firms to reimagine regulation, according to Bernadine Reese, Protiviti
Let’s be honest—when someone says “regulation”, many people in the industry can disengage. But for Bernadine Reese, Managing Director of the Risk…
-
Government’s consultation on agricultural and business property reforms: how will this affect inheritance tax?
On 7 April 2025, the Department for Environment, Food & Rural Affairs (‘DEFRA’) published its Farming Profitability Review, adding further dialogue to…
-
Highlights of our April IFA Talk podcast guests and topics
After a whirlwind March – both in and out of the IFA Talk studio – we’ve turned the page on another tax…
-
Technology opens the door to more flexible, hybrid advice models, according to ValidPath survey
Technology is playing an increasingly powerful role in enabling Independent Financial Advisers (IFAs) to deliver more flexible, efficient, and personalised advice, according…
